Concorde Asset Management LLC Purchases 1,730 Shares of iShares Core S&P 500 ETF $IVV

Concorde Asset Management LLC grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.3% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 22,630 shares of the ETF’s stock after acquiring an additional 1,730 shares during the period. iShares Core S&P 500 ETF comprises approximately 9.7% of Concorde Asset Management LLC’s portfolio, making the stock its largest position. Concorde Asset Management LLC’s holdings in iShares Core S&P 500 ETF were worth $16,948,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Corient Private Wealth LLC increased its holdings in shares of iShares Core S&P 500 ETF by 400.8% in the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the ETF’s stock worth $11,935,288,000 after acquiring an additional 13,946,081 shares in the last quarter. Capula Management Ltd grew its stake in iShares Core S&P 500 ETF by 1,374.6% in the first quarter. Capula Management Ltd now owns 9,094,984 shares of the ETF’s stock valued at $5,940,934,000 after purchasing an additional 8,478,226 shares in the last quarter. Schonfeld Strategic Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF by 3,927.5% in the fourth quarter. Schonfeld Strategic Advisors LLC now owns 8,161,918 shares of the ETF’s stock valued at $5,590,424,000 after buying an additional 7,959,263 shares in the last quarter. Millennium Management LLC increased its holdings in iShares Core S&P 500 ETF by 93.3% during the fourth quarter. Millennium Management LLC now owns 14,494,278 shares of the ETF’s stock worth $9,927,711,000 after buying an additional 6,995,145 shares during the last quarter. Finally, Walleye Capital LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at about $4,531,611,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 0.6%

IVV stock opened at $769.20 on Wednesday. iShares Core S&P 500 ETF has a 1-year low of $632.14 and a 1-year high of $783.09. The business’s 50 day simple moving average is $761.70 and its 200 day simple moving average is $728.47. The firm has a market capitalization of $893.46 billion, a PE ratio of 25.10 and a beta of 1.00.

Key Headlines Impacting iShares Core S&P 500 ETF

Here are the key news stories impacting iShares Core S&P 500 ETF this week:

• Positive Sentiment: HSBC said U.S. stocks may have additional upside because artificial-intelligence-driven productivity and earnings gains may not yet be fully reflected in valuations. Continued strength in technology and semiconductor earnings could support the S&P 500 and IVV. HSBC S&P 500 outlook article
• Positive Sentiment: Analysts point to solid corporate earnings growth, a forward S&P 500 price-to-earnings ratio below earlier 2026 levels and the possibility that the recent sideways trading represents consolidation before another advance. S&P 500 and ETF outlook article
• Neutral Sentiment: Bloom Energy’s addition to the S&P 500 highlights ongoing index rebalancing and may modestly affect IVV’s holdings, but the inclusion is unlikely to materially change the diversified ETF’s near-term performance. Bloom Energy S&P 500 inclusion article
• Negative Sentiment: U.S. stock futures were broadly lower after the Labor Day weekend as oil prices climbed, creating renewed concerns about inflation, economic growth and the path of interest rates. S&P 500 futures article
• Negative Sentiment: Rising Treasury yields remain a key risk. A move in the 10-year yield above 5% could pressure equity valuations, while analysts also warn that strong 2027 earnings expectations may be difficult to exceed. S&P 500 earnings and Treasury yields article

About iShares Core S&P 500 ETF

iShares Core S&P 500 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s 500 Index (the Index). The Index measures the performance of the large-capitalization sector of the United States equity market. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.